AGRIS Customer Documentation

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Benefits:

  • Customers want their employees to be able to create Delivery Tickets without having a Security Override. They want the Security only to be required when generating an Inventory Item Invoice and they want only Managers to be able to override.

Details:

  • Customers can now control the ability to override credit limits for invoicing and delivery tickets independently.


Navigation - Setup: 

Inventory Setup: INV > Setup Information > Invoicing Setup Options > Select 1) General Information

  1. The name of the existing option "Allow Invoicing And Delivery Tickets Over Credit Limit ?" has change to "Allow Invoices Over Credit Limit With No Additional Prompt ?".
  2. A new option has been added called "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?".
  3. The possible values are "Y" and "N".
  4. The new option value will default from existing option value.  Existing option value of "A" will result in a value of "N".
  5. image2019-9-5_14-23-25.png

Navigation - Usage:

Delivery Ticket Entry: INV > Delivery Tickets > Delivery Ticket Entry

  1. "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" is set to "Y".
    1. The user will be able to enter delivery tickets that exceed the credit limit regardless of their security settings.
  2. "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" is set to "N".
    1. The user will be prompted to override the credit limit.  If they have sufficient security the prompt will be Yes or No.  If not, the prompt will require the credentials of someone with sufficient security.

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